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vermille

vermille
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  • The ABCs Of An mREIT And Its 15% Dividend Yield [View article]
    Excellent article. Great to wake up to.

    Having earlier read the transcript it also appears that Wells Fargo had an excellent understanding of the situation. You enhanced all of that earlier dialogue on AGNC with the clarity you added on repos.

    Many thanks, keep up the good work. Your article permits a better understanding of endemic risk to that business model which is not always transparent to investors.
    May 6 07:05 AM | 2 Likes Like |Link to Comment
  • Lesson From Cyprus: Cashless Society Equals No More Bank Runs? [View article]
    Agree with 5bandit5---there actually is NO thesis....just his emotional backdrop.....how content like this makes it onto SA is always a surprise and certainly unwelcomed...scratch this writer off my radar.
    Mar 30 09:42 AM | Likes Like |Link to Comment
  • 3D Systems: A Sobering Reality [View article]
    You did it! Folks who do not utilize nor understand Sources & Uses are left out on the limb and eventually the tree does fall. Congrats on the use of your intellect and your education.

    Let's watch the opening, closing and a review by Cramer who has chosen DDD over everything else. Guess it is time for him to understand when SOMEONE COOKS THE BOOKS!

    Great job, great job! As your critics suggest and address sensationalism, personal likes and dislikes and discuss your motivation you have most effectively drilled down to the essence of the whole game.

    Many thanks and hat's off! Keep up the GOOD work.
    Jan 21 09:23 PM | 1 Like Like |Link to Comment
  • It's hardly surprising that new Citigroup (C) CEO Michael Corbat - himself a company lifer - is choosing to build from within. But with its top three men knowing nothing but Citi life, the bank "risks blindly following the status quo and being resistant to change." Other dangers of tunnel vision: internal politics, risk aversion, and corruption. [View news story]
    It is show and tell time folks.....watch and see!
    Jan 13 06:41 PM | Likes Like |Link to Comment
  • It's hardly surprising that new Citigroup (C) CEO Michael Corbat - himself a company lifer - is choosing to build from within. But with its top three men knowing nothing but Citi life, the bank "risks blindly following the status quo and being resistant to change." Other dangers of tunnel vision: internal politics, risk aversion, and corruption. [View news story]
    Don't forget the heydays of the 80's and 90's when Citi was heralded for its superior viability in all markets....for its consistency in risk management for its leadership nationally and globally....These guys were there then and there now---amen! This is the best thing that could have happened to Citi. The days and legacy of Sandy Weill are exactly what Weill himself admits to being wrong. Now commences the resurrection of the ole' Citi---it's growth, it's insight and it's fantastic market metrics. Citi is doing a clean-up of and on itself. This stock is headed to the high 50's. Then the word will spread...."The ole' Citi has been resurrected!" Internally, they are doing what Citi veterans and old timers always do.... i.e., a very careful due diligence.
    Best to Citi, its 200 year legacy and its continued growth.
    Jan 13 05:37 PM | Likes Like |Link to Comment
  • Broadly Framing Housing With Berkshire Hathaway In 2013 [View article]
    "Great read Professor!" Many, many thanks for the content and the construct.

    Happy New Year to you and your family.

    I look forward to your next contribution to SA.

    Regards,

    Vermille
    Jan 1 09:41 AM | Likes Like |Link to Comment
  • Gold at $1,200 is among Saxo Bank's outrageous predictions for 2013. The reason: A strong economic recovery in the U.S. saps demand for the safe-haven investment. Eventually, central banks take advantage of the low price and buy (At the bottom? That would be a first). [View news story]
    The joke's on us for clicking on the e-mail. This non prediction prediction is without merit, substance or believability. Who is Saxo Bank?.....Now we have a name---so what. Obviously someone is confused between predicting and forecasting.
    Dec 18 08:38 AM | 2 Likes Like |Link to Comment
  • Betting On A Casino REIT: Know When To Fold 'Em [View article]
    Brad,

    Wise and insightful read.

    Thanks.
    Nov 19 10:21 AM | Likes Like |Link to Comment
  • Making A Case For U.S. Treasuries [View article]
    ME:

    Excellent article. Your thesis is spot on. The difficulty here may simply be that others cannot either understand nor adopt your thesis.

    TLT is saying a lot. Sense and sensibilities of readers need to reflect upon the macro environment and the changes therein. Some of the indicators perform co-incidentally, some lead, some lag. It appears folks have forgotten or neglected basic analytics or are too overcome in this environment to see the forest for the trees.

    Thanks for your efforts....It is great to see one's gray matter working for the interest of others.
    Oct 28 11:39 AM | 1 Like Like |Link to Comment
  • Stevia Muscling In On $58 Billion Sweetener Market [View article]
    Debra,

    Thanks a bunch for an enlightening and informative article.

    Your knowledge and research was published on Seeking Alpha at a most effective time for me as I had been researching S&W Seed. Not being satisfied by either the financials or the most immediate stage of the company's development I did not pull the trigger. Your article made me extremely happy for my own hesitation.

    The world of stevia is growing rapidly. There are areas of research (especially holistic) which indicate stevia to be the healthiest alternative to sugar.

    Actually, readers of Seeking Alpha and your article should be greatly appreciative of the detail you render as your work will keep their personal balance sheets healthier too.

    Again, thanks for an informative and well expressed article.

    Appreciate your work, knowledge and effort. Thank you for sharing.

    Vermille
    Oct 9 09:40 AM | Likes Like |Link to Comment
  • The Real 'Better Advice For Seniors' [View article]
    Dear 5+,

    Go girl, go! The art of an artisan. Thanks for the facts, the flavor, the description and analogy.

    Writing is superb and meaningful, expressive and supportive.

    Knowledge is recognized---just keep contributing please.
    Sep 10 11:52 PM | 5 Likes Like |Link to Comment
  • Realty Income: A Phenomenal Company But An Overpriced Stock [View article]
    Ditto! Thank you for the rigor of your analytics......no sugar coating here just "real" "real" you serve the readership well.

    Again, many, many thanks! You have succeeded in broadening the thoughts of the individual investor along with educating each one who reads your work.
    Sep 5 10:01 PM | Likes Like |Link to Comment
  • Annaly's Share Price Keeps Rising, And It Will Continue [View article]
    Booyah!
    Sep 5 07:48 PM | 1 Like Like |Link to Comment
  • The Key In Mobile Payments Is Payment [View article]
    Dana,

    Bingo! You captured it. No pun intended. The key is..."process, process, process."

    It is and has been V and MA. Each has the infrastructure, the systems support and the $'s since the 1970's. Others would like to break into that circle but, to date, have not been able to do so. Phone companies are trying---but remain essentially only a link into the credit card processing and hence monies payment schema.

    Each week another investor story appears touting another "upstart" or telecom company as a possible player to enter the V and MA venue. Caveat emptor.

    Thanks for another great article.
    Aug 15 04:59 AM | Likes Like |Link to Comment
  • Moody's Rates Bowdoin 4.69% Century Bonds Aa2 [View article]
    Charles,

    Thank you for your work and effort. The article is truly amazing. This is an area that is often overlooked as investors continue to climb the wall of hope and worry of the Apples, Googles, Microsofts, Exxons, etc.

    Your work certainly gives the average Joe something to think about.

    Thank you.
    Aug 12 03:29 PM | 1 Like Like |Link to Comment
COMMENTS STATS
28 Comments
27 Likes